Interact to see
Advertisement
Advertisement
BALCX vs FBFRX
BALCX vs FBFRX Comparison
Open Charts BALCX vs FBFRX
BALCX vs FBFRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FBFRX commentary
Sep 12, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Buy and FBFRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. FBFRX (3.39B). FBFRX pays higher dividends than BALCX: FBFRX (4.60) vs BALCX (1.14). BALCX was incepted earlier than FBFRX: BALCX (26 years) vs FBFRX (13 years). BALCX (1.30) is less costly to investors than FBFRX (0.59). BALCX is a more actively managed with annual turnover of: 50.00 vs. FBFRX (42.27). BALCX has a lower initial minimum investment than FBFRX: BALCX (250) vs FBFRX (1000000). FBFRX annual gain was more profitable for investors over the last year : 9.62 vs. BALCX (5.86). BALCX return over 5 years is better than : 27.49 vs. FBFRX (21.59).
| BALCX | FBFRX | BALCX / FBFRX | |
| Total Expense Ratio | 1.30 | 0.59 | 220% |
| Annual Report Gross Expense Ratio | 1.30 | 0.59 | 220% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 7.959 | 6.653 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 3.39B | 8,402% |
| Annual Yield % from dividends | 1.14 | 4.60 | 25% |
| Returns for 1 year | 5.86 | 9.62 | 61% |
| Returns for 3 years | 38.31 | 29.35 | 131% |
| Returns for 5 years | 27.49 | 21.59 | 127% |
| Returns for 10 years | 75.19 | 60.80 | 124% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement